1.Detect new client document submission
Integrate Cognito Forms and data extraction tools to capture submitted files, submitter details, and deal references to route onboarding work.
Add submitted ID documents to client folder and CRM
Automatically monitor new identity and address submissions across Cognito Forms and log them across Pipedrive and Google Drive. Create and update client records when deal references arrive, so you can upload documents to the right folder, attach links to deals, and track onboarding progress without manual triage.
How this automation protects your onboarding records
When identity and address submissions arrive without a fast, consistent routing process, delays can stall credit review and increase manual work. This automation extracts submitted files, finds the matching deal, uploads documents to the right client folder, and updates the deal with a linked activityβso your team can triage faster.
Cognito Formsor swap with your favorite app
2.Find referenced deal in Pipedrive
Integrate Pipedrive and CRM search tools to match the deal reference, or fall back to person lookup, to identify the right record.
Pipedriveor swap with your favorite app
3.Find or create client folder
Integrate Google Drive and folder management tools to locate or create a client folder name using deal title and reference to store documents.
Google Driveor swap with your favorite app
4.Upload document files to Drive
Integrate Google Drive and file organization tools to upload each submitted document, rename files, and store them in the client folder to build evidence.
5.Update deal and create activity note
Integrate Pipedrive and CRM activity tools to update the deal stage and create a timestamped activity linking uploaded file URLs to support triage.
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Create KYC docs from form submissions and notify customers
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Explore all client onboarding (KYC/AML) automations
Accelerate client onboarding with automated intake routing, identity checks, and approval alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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